Filters
The question isn’t: Will your family office have to restructure to comply with the Investment Advisers Act by July 21, 2011 (or after a short extension)? The question is: How extensively will your
The SEC issued its final rule that defines family offices. The rule defines the requirements for a family office to be excluded from registration under the Investment Advisers Act of 1940. This rule
The cost of the family office is an important aspect in the long term sustainability of wealth, although it’s not always well understood by family members. This webinar makes a compelling case for
Families that thrive for multiple generations invest their time, talent and resources to ensure their family offices have thoughtful and flexible programs to be successful. When should families
Many family businesses don’t realize that separating the family’s financial affairs from the management of their operating company is an essential and lawful best practice. This report builds
Amid rumors of the demise of the small family office, FOX examined the primary challenges these offices face. These challenges include the sustainability of the small family office and alternative
Many wealth owners are seeking tangible methods for measuring and evaluating the value of their family office and/or wealth advisor. What do wealth owners expect and what do they value? How do
Since the Autumn of 2008 many heads of family offices have focused their attention on the most basic aspects of financial arrangements. This is true of owner managers and professional CEOs alike.
This landmark study provides insights and measurement tools that can help wealth owners assess the value they receive from their family office or outside wealth advisors.The study identifies 50 core
As health care becomes a larger percentage of overall costs for families, coupled with the increasing complexity and diversity of the system, your clients will look to you, their trusted advisors, to